Monica Elliott Felton, Mba, Cfp® Email & Phone Number

Families, Stop saving and paying for college in 529 Plans. This includes grandparents! Learn an alternative strategy, the Wealth Builder Strategy. Families who implement the Wealth Builder Strategy have more money and pay less taxes in retirement. They have many more benefit!Professionals, I bet you’ve complained about taxes at some point in the last 12 months…So what...Uncle Sam is still going to take your money every year.And you likely trust your employer and accountant are accurately preparing your taxes, estimated taxes, returns, etc…But there’s a tax problem you are suffering from that you’re not even aware of.It’s hidden in plain sight.Like a life-threatening disease that grows over time beneath the surface. As soon as it comes to fruition...it’s likely caused irreversible damage to your body.The same can be said for your taxes. On the surface, you may think you are fine...but accountants will tell you that deferring taxes will save you money this year.This simply may NOT be true.Putting money in company offerings like 401k’s or deferred comp plans only delays the inevitable...and that is where you pay boatloads of money to the government when pulling money out of tax-deferred accounts in a future where your taxes are very likely going to be higher than they are today.So, you’re probably wondering “Ok, Monica, you’ve painted the picture. How do I avoid this doomsday scenario with my taxes?”I’m glad you asked...Get your complimentary copy of my new book, Wealth Beyond Taxes: How Medical Device Professionals are Using The Tax Code to Their Advantage to Generate More Income and Wealthhttps://www.wealthbeyondtaxes.com/monicafelton

Listed skills include Strategic Planning, Cash Flow, Retirement Planning, Strategic Financial Planning, and 20 others.

• President

  The Elliott Group, Llc

  2009 - Present

  Together we can reduce taxes, eliminate debt, and free up cash flow.To get started:Phone 480.401.2616email: support@monicafelton.com